See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,858 | $102,966-88.5% | $90,281-86.9% | $152,861-92.2% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 0.00% | 95.16%-95.2pp | 78.10%-78.1pp | 345.32%-345.3pp |
| Employer contribution / active EE | $4,499 | $3,139+43.3% | $2,854+57.6% | $4,762-5.5% |
| Participant deferral / active EE | $8,787 | $4,281+105.2% | $3,885+126.2% | $5,850+50.2% |
| Admin fee / account holder | $113 | $6,171-98.2% | $5,351-97.9% | $11,596-99.0% |